- First Horizon Bank (Dallas, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... and secured within the established limits following bank policy. + Process client transactions accurately and efficiently and using sound judgment when providing… more
- Deloitte (Austin, TX)
- …& data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Industry Solutions offering provides verticalized solutions that ... and the changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from every sector of the industry,… more
- S&P Global (Dallas, TX)
- …Product Suite, specifically catering to the evolving marketplace for syndicated and private credit systems. This role offers the opportunity to identify and define ... between those needs. Using this knowledge, you will: + ** Client Alignment & Roadmap Ownership:** Collaborate with clients to...gathering requirements for APIs in relation to syndicated and private credit systems. + Experience in working with or… more
- Truist (Houston, TX)
- …to serve the retail banking needs of our clients' owners/management/teammates (eg Private Wealth Management, Truist@Work Financial Wellness, Momentum onUp, etc). ... & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of...and the Leadership Institute to consistently deliver a differentiated client experience in all client , prospect and… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing ...client portfolio for the bank + Expand existing client relationships which generate incremental revenue for the bank… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... and managing timelines and expectations, data gathering and execution of client requests around security and reporting, account opening, coordinating user setup… more
- Insight Global (Austin, TX)
- Job Description a Fintech client of Insight Global is seeking a Director of Engineering & Platform Architecture leader to define and drive the architecture and ... technical strategy for a multi-tenant wealth management platform. This role focuses on scalability, security,...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- JPMorgan Chase (San Antonio, TX)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank… more
- Scotiabank (Dallas, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and...fraud issues + Represent Fraud on regulatory, audit and client related issues that are Fraud related. + In… more
- Wells Fargo (Mansfield, TX)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more